Hall Private Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$415K | – | 51 |
|
|
2022
Q1 | $415K | Hold |
1,000
| – | – | 0.22% | 37 |
|
|
2021
Q4 | $437K | Sell |
1,000
-273
| -21% | -$119K | 0.27% | 34 |
|
|
2021
Q3 | $502K | Hold |
1,273
| – | – | 0.32% | 34 |
|
|
2021
Q2 | $501K | Buy |
+1,273
| New | +$501K | 0.33% | 37 |
|
|
2020
Q4 | $775K | Buy |
+2,255
| New | +$775K | 0.64% | 31 |
|